See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,116 | $67,823-64.4% | $52,425-54.0% | $137,256-82.4% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 22.59% | 219.11%-196.5pp | 302.12%-279.5pp | 220.34%-197.8pp |
| Employer contribution / active EE | $356 | $1,163-69.4% | $914-61.1% | $4,156-91.4% |
| Participant deferral / active EE | $3,695 | $2,288+61.5% | $1,790+106.4% | $6,407-42.3% |
| Admin fee / account holder | $3,084 | $2,844+8.4% | $2,495+23.6% | $12,270-74.9% |